Workiz charges separately for its phone system, locks inventory management behind an unpublished “Ultimate” plan, and has no satellite measurement, no AI autopilot, and no customer self-scheduling. QuoteIQ Elite includes all of it — $249.99/month.
When it was just you and one van running AC tune-ups and furnace repairs, Workiz’s scheduling calendar and built-in phone system felt like an upgrade from the whiteboard. But HVAC companies grow — you add install crews, dispatch emergency calls across multiple zones, and start managing ductwork fabrication alongside routine maintenance. That’s where Workiz starts breaking down.
Workiz’s phone system — the feature that originally set it apart — is sold separately from its field service plans. Inventory management, service plans, sales proposals, flat-rate pricing, and equipment tracking are all locked behind their “Ultimate” tier, which requires contacting sales with no published price. And for HVAC-critical capabilities like satellite property measurement for commercial jobs, AI-powered dispatching, customer self-scheduling for after-hours bookings, or AI photo-based estimating — Workiz simply doesn’t have them. Not at any price, not through any integration.
If you run an HVAC company handling AC installations, furnace replacements, duct cleaning, heat pump retrofits, mini-split installs, and 24/7 emergency service calls, you need a platform that scales with the work — not one that paywalls core features behind hidden tiers. QuoteIQ was built for HVAC contractors who are ready to grow.
Workiz Pro costs $325/month for 5 users before adding the phone system separately — and still lacks satellite measurement, AI autopilot, customer self-scheduling, before/after AI photos, and inventory management. QuoteIQ Elite is $249.99/month for 7 users with every one of those features included.
Workiz Pro ($325/mo) is their highest published plan for HVAC teams. Here’s what happens when you try to match QuoteIQ Elite’s features — and where Workiz simply cannot.
*Phone system, AI answering, and Ultimate features priced separately — not published
Features Workiz can’t add at any price: Customer self-scheduling (InstaSchedule equivalent), satellite property measurement (MapMeasure Pro equivalent), AI natural language CRM control (AI Autopilot equivalent), and before/after AI photo generation do not exist in Workiz or through any Workiz integration. Even on their unpublished Ultimate plan, these capabilities are absent.
Workiz Pro starts at $325/month for 5 users — before adding the phone system, AI answering, and per-user fees separately. Inventory, service plans, and proposals require contacting sales for “Ultimate” pricing. QuoteIQ Elite is $249.99/month for 7 users with every feature included. One price. One login. No hidden tiers.
Every feature that matters to an HVAC company. Workiz plan tiers and add-on costs shown alongside QuoteIQ. All prices are standard monthly billing — never annual, never promo.
| Feature | Workiz Pro ($325/mo) | QuoteIQ Elite ($249.99/mo) |
|---|---|---|
| Built-In Business Phone | ⚠ Sold separately — custom pricing, not included in any base plan | ✓ ClientHub — in-app calling + texting, Pro and above ($149.99/mo) |
| AI Call Answering (Inbound + Outbound) | ⚠ Genius Answering — sold separately, requires phone plan, inbound only | ✓ Virtual Call Team — inbound AND outbound, Elite and above |
| Satellite Property Measurement | ✗ Not available — no native feature or integration at any price | ✓ MapMeasure Pro — built in natively, Beginner and above ($74.99/mo) |
| Route Optimization | ✓ Route planning available on Standard and above ($275/mo) | ✓ Included on Elite — auto-sequences daily jobs, no add-on |
| Route Density Zones | ✗ Not available — no geographic job clustering visualization | ✓ Filter calendar by geographic service area — Elite and above |
| Live GPS Tracking (Crew) | ✓ Team location tracking on Standard and above ($275/mo) | ✓ Real-time live GPS — entire crew, no per-vehicle fees — Elite and above |
| Customer Self-Quoting | ✗ Not available — no self-quoting feature or integration | ✓ InstaQuote — built in natively, Elite and above |
| Customer Self-Scheduling (24/7) | ⚠ Online booking widget available, but not true 24/7 calendar-based self-scheduling | ✓ InstaSchedule — books directly to real-time calendar, Elite and above |
| Inventory Management | ⚠ Locked behind Ultimate plan — pricing not published, contact sales required | ✓ Parts, filters, refrigerant, equipment tracking — Elite and above |
| Before & After AI Photo Generator | ✗ Not available at any price — no feature or integration | ✓ All plans via IQ Credits — no separate subscription |
| AI Natural Language CRM Control | ✗ Not available — no equivalent exists at any price | ✓ AI Autopilot — 35 natural language tools, all plans (IQ Credits) |
| Job Costing | ✗ No native job costing — manual tracking only | ✓ Track labor, parts, overhead per job — Pro and above ($149.99/mo) |
| Service Plans / Maintenance Agreements | ⚠ Locked behind Ultimate plan — custom pricing | ✓ Create and manage recurring agreements — Pro and above |
| Sales Proposals | ⚠ Locked behind Ultimate plan — custom pricing | ✓ Options Estimates with packages — all plans |
| Review Request Automation | ✓ Automations available (2–30 depending on plan tier) | ✓ Review Multiplier — Beginner and above ($74.99/mo) |
| QuickBooks Sync | ✓ QuickBooks Online — Standard and above ($275/mo) | ✓ QuickBooks Online — Pro and above ($149.99/mo) |
| AI Smart Customer Import | ✗ Manual import only — no AI field mapping | ✓ AI auto-maps fields from any CSV — all plans |
| Plan for 5–7 Users (Monthly) | Pro — $325/mo (5 users) + $65/user beyond | Elite — $249.99/mo (7 users) all features included |
| Free Trial | ✓ 7 days available | ✓ 14 days, full plan access |
| ⚠ = Available as separate add-on or locked behind unpublished tier at additional cost. All prices from workiz.com/pricing-plans/ and myquoteiq.com as of April 2026. Note: Workiz offers consumer financing via Sunbit/Wisetack integration — a genuine advantage. QuoteIQ does not currently offer consumer financing. | ||
From scheduling service calls to measuring commercial rooftops from satellite — see why 40,000+ contractors trust QuoteIQ to run their operations.
Pick any plan. 14 days free to test every feature with your real HVAC jobs.
Use AI Smart Import to pull your Workiz customer list, job history, and contacts automatically.
Add your rates for AC installations, furnace replacements, duct cleaning, heat pump retrofits, refrigerant charges, and mini-split installs.
Sync QuickBooks Online, set up ClientHub for your business phone, and activate Review Multiplier for automated review requests.
Start dispatching HVAC techs, measuring properties from satellite, and letting homeowners self-schedule — all from one platform at $249.99/month or less.
These are verified, unedited reviews from Workiz users on third-party platforms. We believe in transparency — you deserve to know what real contractors are experiencing.
“They take your money, then the support is non existent. We have been waiting over a week to get a support response and a call back. I am a part of nearly every social media HVAC contractors group out there and will warn everyone.”
— HVAC contractor · Software Advice · March 2025
“So many promises were made. So many were broken. We were sold a different platform than what exists. There are massive gaps in what you’re able to do.”
— Verified User · G2 · 2025
“Our online booking form has been malfunctioning for over 72 hours, causing us to lose 50% of our traffic. Despite multiple attempts to reach out, our emails are ignored.”
— Verified User · Software Advice · 2025
“This app has made my business so much more enjoyable not having to go to 8 different places to deal with one customer, I am able to go to one app for it all!!!”
— Jake kunk · App Store · Verified Review
“From quoting to scheduling to measuring—every tool my service business needs.”
— Echevarria Roney · App Store · Verified Review
“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level!”
— Mavidan · App Store · Verified Review
Co-Founder, QuoteIQ
Mike built QuoteIQ after running his own home services company and experiencing firsthand the frustration of patchworking 6–8 tools together to manage operations. Every feature in QuoteIQ — from MapMeasure Pro to AI Autopilot — was designed to eliminate the exact pain points HVAC contractors face daily: wasted drive time, missed calls, slow quoting, and manual dispatching.
Read Mike’s HVAC Insights →Co-Founder, QuoteIQ
Justin is the creator of Forever Self Employed, a YouTube channel helping service business owners start and scale their operations. His content reaches thousands of contractors every month, and his firsthand experience building service companies from scratch shaped QuoteIQ’s approach to flat-rate pricing, zero add-on fees, and transparent plans that don’t hide features behind sales calls.
Read Justin’s Insights →If phone-system lock-in or consumer financing is the reason you’re staying, those are real product considerations — not marketing wins. But if you’re staying because switching feels hard, know that AI Smart Import can pull your Workiz data into QuoteIQ in minutes, not weeks.
Yes. QuoteIQ Elite is $249.99/month for 7 users with every feature included — phone, AI calling, inventory, route optimization, satellite measurement, and more. Workiz Pro is $325/month for 5 users, with the phone system sold separately, inventory locked behind the unpublished Ultimate plan, and no satellite measurement at any price. When you add Workiz’s per-user fees ($65/user beyond 5) and separate phone costs, the gap widens further.
No. Workiz does not offer satellite property measurement natively or through any integration. QuoteIQ’s MapMeasure Pro lets HVAC contractors measure commercial building footprints, rooftop units, and property dimensions from satellite imagery — critical for accurate equipment sizing and quoting commercial HVAC jobs.
Workiz offers an online booking widget, but it is not true 24/7 calendar-based self-scheduling where homeowners book directly into your live technician availability. QuoteIQ’s InstaSchedule allows homeowners to book AC tune-ups, furnace inspections, and non-emergency calls at 11pm and wake you up to a full calendar — no phone tag, no missed leads.
Workiz was founded by locksmiths who built a phone-first platform, but the phone system evolved into a separate revenue stream with its own pricing. While all Workiz plans include a local number, the full phone system with call recording, call flows, call masking, and 2-way texting is sold as a separate add-on with pricing that is not published on their website. QuoteIQ includes ClientHub (dedicated business phone with in-app calling and texting) on Pro and above at no additional cost.
Workiz offers inventory management only on their Ultimate plan, which requires contacting sales and has no published pricing. On their three published plans (Kickstart, Standard, Pro), inventory tracking is not available. QuoteIQ includes full inventory management on Elite and above ($249.99/mo) — track refrigerant, filters, compressors, and parts across trucks and your warehouse.
Workiz charges $65/month per additional user on the Pro plan and $55/month per additional user on the Standard plan (monthly billing). Their Pro plan includes 5 users, so a 7-person HVAC team would pay $325 + $130 = $455/month — before adding the phone system. QuoteIQ Elite includes 7 users at $249.99/month with no per-user fees.
Yes. QuoteIQ has iOS and Android apps rated 4.7 stars across 4,100+ reviews. HVAC techs use the app to view dispatched jobs, capture before and after photos, create invoices, collect payments in the field, and update job status in real time. The app syncs instantly with the office dashboard.
Yes. QuoteIQ’s AI Smart Import automatically maps and imports your Workiz CSV exports — contacts, job history, and service lists. No manual spreadsheet reformatting required. Most HVAC companies complete the switch in under an hour.
Workiz has three genuine advantages: (1) a deeply integrated VoIP phone system with call masking and call flows that has been their core product since 2015, (2) consumer financing integrations with Sunbit and Wisetack for high-ticket HVAC jobs, and (3) Reserve with Google for direct booking from Google Search. These are real product strengths, not marketing wins. QuoteIQ does not currently offer consumer financing or Reserve with Google integration.
Yes. QuoteIQ offers a 14-day free trial on all plans with full feature access. Workiz offers a 7-day free trial. Both platforms let you test the full product before committing.
Yes. QuoteIQ includes native job costing on Pro and above ($149.99/mo) that lets HVAC contractors track labor hours, parts costs, refrigerant usage, equipment expenses, and overhead per job. This gives you real profitability data for every AC install, furnace replacement, and service call — not just revenue numbers.
QuoteIQ supports every HVAC job type including AC installations, furnace replacements, heat pump retrofits, mini-split installs, duct cleaning, ductwork fabrication, refrigerant recharges, coil replacements, thermostat installations, air quality assessments, commercial rooftop unit service, preventive maintenance agreements, and 24/7 emergency repair calls.
QuoteIQ Elite — $249.99/mo for 7 users. Includes: ClientHub business phone, Virtual Call Team AI, MapMeasure Pro satellite measurement, Route Optimization, Inventory Management, InstaSchedule, InstaQuote, AI Autopilot, Review Multiplier, Job Costing, Before & After AI Photos, EmployeeHub, QuickBooks Online sync, Mass Campaigns, Pipelines & Deals CRM, QuoteIQ Cam, and AI Estimator. No add-ons. No hidden tiers. No per-user fees up to 7 users.
14-day free trial on all plans. Plans start at $29.99/mo.
Estimates
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Invoicing
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QuoteIQ Cam
Capture and document every job with ease.
Scheduling
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Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
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Virtual Call Team
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ClientHub
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InstaQuote
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InstaSchedule
Let clients schedule appointments themselves.
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